Strategic Account Executive

United States

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$150,000 – $150,000Compensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Software, Cybersecurity, Audit & Advisory, Financial ServicesIndustries

Requirements

Candidates should possess 10+ years of sales experience as an Account Executive, with a proven track record of exceeding quota and selling complex software solutions to key strategic accounts, along with 3+ years of experience working as a practitioner at an audit/advisory/assurance firm and/or selling in a closing role to Top 100 CPA firms. Strong executive presence and experience selling to executives at large enterprise customers are also required, as well as the ability to manage complex sales processes involving customer stakeholders.

Responsibilities

As a Strategic Account Executive, the primary responsibilities include owning a targeted account list, achieving and exceeding revenue targets, building relationships as a trusted advisor, presenting Fieldguide’s solutions to prospects, collaborating cross-functionally with internal teams, developing and refining sales playbooks and processes, attending networking events, and up to 30% travel is required.

Skills

Sales

Account Management

Business Development

Vertical AI Platforms

Prospecting

Value-Based Selling

Customer Needs Analysis

Fieldguide

AI platform for audit and advisory services

About Fieldguide

Fieldguide enhances audit and advisory processes for businesses using artificial intelligence through its main product, the AI Advisory & Audit Cloud. This platform is designed for large advisory and audit firms, helping them save time, improve profit margins, and increase client satisfaction while managing various regulatory frameworks. Fieldguide's subscription-based model offers features like engagement management and automated report generation, making it more efficient than traditional methods. The company's goal is to transform the audit and advisory landscape with a modern, AI-driven experience.

San Francisco, CaliforniaHeadquarters

2020Year Founded

$45.9MTotal Funding

SERIES_BCompany Stage

Consulting, Fintech, AI & Machine LearningIndustries

51-200Employees

Benefits

Unlimited Paid Time Off

401(k) Retirement Plan

Wellness Program

Home Office Stipend

Flexible Work Hours

Risks

Increased competition from other AI-driven audit platforms could erode market share.

Rapid AI technology development may lead to obsolescence if Fieldguide doesn't innovate.

Reliance on venture capital funding poses a risk if future rounds are unsuccessful.

Differentiation

Fieldguide offers the only end-to-end AI platform for audit and advisory services.

The platform supports multiple regulatory frameworks, enhancing its versatility for firms.

Fieldguide's AI Advisory & Audit Cloud improves efficiency and client satisfaction.

Upsides

Fieldguide's AI platform addresses the CPA talent shortage, increasing demand for its services.

The launch of Fieldguide Insights capitalizes on data-driven decision-making trends in CPA firms.

Strategic partnership with Allinial Global enhances market reach and credibility.

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